PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14M
3
+$11.3M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.3M
5
UBER icon
Uber
UBER
+$4.66M

Top Sells

1
+$6.7M
2
+$4.74M
3
+$4.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.04M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.88%
2 Financials 5.94%
3 Healthcare 5.53%
4 Communication Services 4.12%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$5K ﹤0.01%
168
1952
$5K ﹤0.01%
+5,000
1953
$5K ﹤0.01%
130
1954
$5K ﹤0.01%
+600
1955
$5K ﹤0.01%
127
1956
$5K ﹤0.01%
64
1957
$5K ﹤0.01%
+173
1958
$5K ﹤0.01%
248
+1
1959
– –
0
1960
$5K ﹤0.01%
61
-59
1961
$5K ﹤0.01%
116
-37
1962
$5K ﹤0.01%
107
1963
$5K ﹤0.01%
149
-116
1964
$5K ﹤0.01%
98
1965
$5K ﹤0.01%
343
+14
1966
$5K ﹤0.01%
265
1967
$5K ﹤0.01%
76
-93
1968
$5K ﹤0.01%
108
1969
$5K ﹤0.01%
330
1970
$5K ﹤0.01%
166
-76
1971
$5K ﹤0.01%
180
1972
$5K ﹤0.01%
194
1973
$5K ﹤0.01%
+90
1974
$5K ﹤0.01%
250
1975
$5K ﹤0.01%
+87
77 78
79
80 81